13F

Position

one8zero8, LLC in Broadcom Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark −$149K$346.10$309.51

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.07K$1.41M0.3%
Q1 20264.25K$1.31M$309.51−$149K$54.2K0.3%